Leslie Pierce

Leslie Pierce

Accountant

Member

Team

PowerLinks Certificate 10/01/2013
Filling the Filing Cabinet Workshop 08/05/2014
Best Client Workshop 07/16/2014
InfoMinute Seminar 09/24/2013
Orientation Essentials 09/04/2013

Development

Nest Financial Services LLC

Nest Financial Services LLC

770-686-7007

603 Macy Drive
Roswell, GA 30076

Company

Endorsement Letters I've Received

I use an intake data sheet to not only capture the basic data about a client but also to prompt deeper conversations about the client's background, circumstances and financial knowledge.  This often brings up aspects of a client's situation that they otherwise would not have thought relevant or important to their tax situation.  It also can just add some fun facts that helps me get to know them better.   I use this automatically with any new client and frequently as a refresher with an exisiting client who has gone through life changes.

Referral Trigger Response

East Cobb Team

Introduced by:

Bob Stone

Bob Stone

Joined on 08/21/2013

Leadership

TeamCoOrdinator
ParticipationCoOrdinator 08/08/2022
VisitorCoOrdinator
MembershipCoOrdinator
MentorCoOrdinator
Hand Pin 03/02/2022

Membership

5-year Pin 08/29/2018
3-year Pin 08/24/2016

Team

Gold Star Pin 10/05/2016

Members I've Invited

Sharla Lyons

Sharla Lyons

John McColl

John McColl

Elisabeth Young

Elisabeth Young

Ini Ikpe

Ini Ikpe

Katie Cathell

Katie Cathell

Glenn Jones

Glenn Jones

Joe Koziak

Joe Koziak

Amy Taylor

Amy Taylor

Dr. Jason Regis

Dr. Jason Regis

Sponsorship